SPENCER, SPENCER & KERBY RETIREMENT PLAN & TRUST

[ EIN: 47-2572015 | Plan No. 001 ]

The SPENCER, SPENCER & KERBY RETIREMENT PLAN & TRUST plan, sponsored by SPENCER, SPENCER & KERBY, PLLC, is listed in Form 5500 data as a 401(k) plan. The filing reports 16 participants and total assets of $3,316,392 for plan year 2024.

These filings allow insight into employer-sponsored plan structure, participation levels, and financial data.

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Plan Sponsor: SPENCER, SPENCER & KERBY, PLLC

Location: 2900 PINE MILL ROAD, PARIS, TX 75460

EIN: 472572015

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 16

Total Assets: $3,316,392

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